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Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.
Market Performance
EKG returned -4.9% over the past year, broadly in line with flat market conditions.Cost Efficiency
Ongoing charge of 0.65% — moderate cost. Consider how fees compound over long holding periods.What is EKG?
The fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks and depositary receipts that comprise the index. The index is designed to measure the performance of a selection of companies that are primarily engaged in and involved at the intersection of healthcare and technology, as classified by Lux Capital based on analysis of the products and services offered by those companies.
Performance Highlights
Investment Breakdown
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